Note that in many cases, the tabs have a Hide Inactive xxxxx checkbox. This is present when the item being attached to the product (ie the linked-to product, the reminder, the supplier, etc) can be deactivated. In this case the item will remain attached to the product, but the item will not be displayed and the product will act as though the item was not attached. You can have these inactive items displayed by unchecking the Hide Inactive xxxxx box.

Prices tab

The price type selector is used to select Fixed (as shown below) or Unit when adding a new price. A product can have multiple current fixed prices, but only one unit price. As shown below, the fixed prices can be named. When entering an invoice, if the product has multiple prices, there will be a pull-down to let the appropriate one be selected. This facility is normally used for service products so that you can have one product, say Surgery, with three prices, Simple, Standard, and Complicated. The item will be shown on the invoice as 'Surgery' and with the selected price. Alternatively, if you want the invoice to show 'Surgery - Simple', 'Surgery - Standard', or 'Surgery - Complicated', then you need to have three separate products.

The Fixed Price fields are as follows:Name - the name of the price that will be displayed in the pull-down on the invoice entry screenCost - the ex-tax cost of the product. It defaults to 0.Markup - the markup (as a percentage). It defaults to 100.Price - the price, exclusive of tax. You can either enter the price, or set the cost and markup and the system will calculate the price.Tax-inclusive Price - the price, inclusive of tax, and rounded according to the price rounding convention. This is calculated from the price, and any tax rates associated with the product, product type, or practice.
If the Tax-inclusive Price is entered, the tax-exclusive Price will be calculated.Max Discount - the maximum discount allowed - see Concepts|Discounts - CalculationDefault - check the box to make this the default price. If multiple prices are set, the default is the one initially selected.From & To Date - these set the applicable dates. An unspecified To Date means 'forever'. If/when you adjust a price, it is sensible, not to just simply edit the price, but to do as follows. Edit the entry to set its To Date, then add a new price using the same date as the From Date. In the above, you can see that the 'Small' price was increased from $14.30 to $14.96 on 24 June 2012. Note that if you add a new price without 'closing off' the old one, then for Fixed prices, both will be available; for Unit prices, the oldest one will be used. Hence you should always 'close off' the old price.
Although you enter only the date, the system keeps full date/time. Hence, if you enter a new price at 3.15pm with its From date set tomorrow (and also set the old price's To date to tomorrow), then the price will change at 3.15pm tomorrow.Pricing Group tab - this is used to set or unset the pricing group(s) - see below.

As you can see below, for Unit Prices the fields are the same except that there is no Name field.

Pricing Groups

If Pricing Groups have been configured, a Pricing Group filter is displayed. This has options:

All - display all prices, regardless of Pricing Group

None - display prices with no Pricing Groups. These are available to all Practice Locations

Group - display prices with the specified Pricing Group, or that have no group

Selecting a particular Pricing Group will display the prices that are available to a Practice Location configured with that Pricing Group.

Note that the Pricing Group column will be suppressed in the None case, otherwise it displays the Pricing Group(s) or blank if there is no Pricing Group set for that price.

Pricing Groups may be assigned using the Pricing Groups tab.

Doses tab

The doses tab is used during charging and estimating to automatically calculate the quantity of a product from the patient weight, drug concentration and rate for the patient species.
Quantities calculated from doses:

override any quantity specified by a template, except in the case of a Low Quantity of zero

are highlighted in blue to indicate they have calculated

override the High Quantity from an Estimate, when the Estimate is invoiced.
This is because the quantity needs to reflect the patient weight at the time of invoicing.

The fields are:

Species - the species that the dose applies to. If unset, it applies to all speciesWeight - the patient weight range the dose applies to. The lower end of the range is inclusive, the upper end, exclusiveRate - the dose rateRound To - the number of decimal places to round the calculated quantity to. For injections, rounding to 1 or 2 decimal places can be used. For tablets, 0 decimal places may more appropriate.

Dose Selection

Doses are selected on the basis of a patient's weight and species.

If a product has a dose for a species and weight range that matches that of the patient, this will be selected over a dose for all species and the same weight range.

Dose Calculation

For medications with doses for the patient species and weight range, the quantity is calculated as:

quantity = weight * rate / concentration

where:

weight is the patient weight, converted to the same units as the dose

rate is the dose rate

concentration is the drug concentration specified on the product

Linked tab

This allows standard pricing to be used for the Fixed component of the price. One very common use is for dispensing fees.

First you need to set up the standard prices using Product Price Templates, then you can link 'real' products to the templates. Just as you can set multiple fixed prices for a product, you can link to multiple price templates.

Note that the linked prices do not override any fixed prices set for the product, they just add to them. Thus when invoicing, the Fixed price pull-down will show both the linked and product prices.

The fields are:Price Template - used to select the required Product Price TemplateFrom & To Date - these are the same as used in the Prices tab

Investigation Type

This is used to set Investigation Types for the product - see Concepts|Investigations. A product can have zero, one, or multiple investigation types linked to it.

Suppliers tab
This is used to define the Supplier(s) for the product, and is only needed if you use the Stock Control facility.

The fields are as follows:

Supplier - the supplier - this can be either a supplier organisation or a supplier person. See Concepts|Suppliers.Start Date - the date from which this supplier can be usedActive End Time - the date after which the supplier should not be used to create ordersPreferred - check this box if this is the preferred supplier for this product.Reorder Code - the part number/product code by which the supplier knows this item - if this is omitted no part number/product code will be shown on the orderReorder Description - the description by which the supplier knows this item - if this is omitted then the Product Name will be shown on the order. Note that in the above screen snippet, the Reorder Description is indeed different from the Product Name - in this case we sell individual cans of pet food but buy them from the supplier in packs of 24.Reorder Bar Code - the supplier's bar code for the item - remember that if two suppliers both sell widgets then their bar codes will be differentPackage Size - this field is not shown on the order. The system uses the Package Size field to do things like "need to order 37 cans, but the package size is 24 so I will order 2". Package Units - this field is shown on the order to describe the quantity being ordered. Minimum Order Qty - the minimum order quantity that the supplier will accept. Note that this field is not currently used by the system, it is for documentation only.Order Qty increments - the increment in order quantity. Again, this field is not currently used by the system, it is for documentation only.Lead Time & Units - the lead time, ie the time from order until delivery. These fields are not currently used by the system, they are for documentation only.List Price - this is your 'tax excluded' price for the item from the supplier - it is not displayed on the order. Note that both this and the Nett price are the prices for the item being ordered - in the above example the pack of 24 cans (and not the individual can price). Nett Price - this is the 'tax excluded' price from the supplier, and will be displayed on the order. Note that the Nett Price is the price that the practice pays for the product. It will either be the same as the List Price, or will be lower because the practice receives a discount from the supplier. Auto Price Update - check this box to automatically update product Cost and Sell prices when:

editing a product to change the supplier's List Price or Package Size

a delivery containing the product is Finalised which has a modified List Price or Package Size

This updates the existing Unit Price rather than creating a new Unit Price.

If there are multiple prices for different pricing groups, all are updated.

When a delivery is finalised, any line items with updated Package Size or Units, or List or Nett Prices, will update the Product Supplier information, irrespective of the Auto Price Update setting.

Generating Orders
Note that the system's 'Generate Orders' function will only generate orders for a product that has low stock if:

the product has a supplier specified and the supplier's Preferred box is checked, or the stock location indicates a preferred supplier

the Package Size set for the preferred supplier is greater than zero

the Ideal and Critical quantities must be greater than zero

Stock Location tab

This tab lets you examine the stock at a stock location and to set ordering parameters.

The fields are:Stock Location - the applicable stock locationQuantity - the current quantity in stock at this location. Note that you not normally edit this value. If you do need to adjust the stock holding, then you should use the Products|Stock Management|Adjust transaction.Ideal Qty - the ideal stock level - the ordering system can reorder stock to get back to this levelCritical Qty - the critical stock level - the ordering system can reorder if the in-stock quantity drops below this levelAlways Order - check this box if stock is to be reordered if the in-stock quantity is below the ideal levelNever Order - check this box if stock is never to be orderedPreferred Supplier - specifies the supplier for the product, at this stock location only. Used by Generate Orders to override the default preferred supplier, specified on the Suppliers tab.

The algorithm used by the system to to calculate the order quantities (when the Generate button on the Suppliers|Orders screen is pressed) is as follows:

Note that the above algorithm does not use the Always & Never order check boxes (but this is planned for a future enhancement). Also the algorithm is more complex than the above because it also takes into account the supplier's package size.

Reminders tab

This tab is used to set the reminder(s) to be created when the product is invoiced. See also Concepts|Reminders.

The fields are as follows:Reminder - the required reminder typeInteractive - check this box if, when the product is added to the invoice, a window is to be displayed to allow the reminder to be skipped (ie not created) or to enable the editing of the reminder parameters. If the box is not ticked then the reminder will be created without further intervention. Note that when a reminder is added to the product, the initial setting of this flag is taken from the Reminder Type definition - see Administration|Types|Reminder Types.Period & Period Units - these set the period of the reminder, ie the time from when it was created until it becomes due. Note that these settings override the interval set for the reminder type. Also, if Interactive is set, then these can changed when the reminder is created.

Alerts tab

This tab is used to set the types of patient alerts to be created when the product is invoiced. i.e. each Patient Alert Type will be used to create a corresponding Patient Alert when the product is charged.

Documents tab

This tab defines what documents, if any, are to be printed when the product is used (ie invoiced). The documents are defined by their Document Templates - see Administration|Templates. (Note that the Type set for the templates need to be 'Patient Form' otherwise things won't work.) A product can have multiple documents associated with it.

Discounts tab

This tab sets the discounts that apply to this product. See Concepts|Discounts. Note that although discounts have been set for the product in the picture below, it is far more usual to set the discounts via the Product Type, rather than against the product itself.

The fields are:Discount - select the required discountFrom & To Date - set the dates for which the discount applies - a blank To Date means forever

Species tab

This tab is used to set the species to which the product applies. If none are set then it applies to all, else if one are more are set, then it applies to just those. This facility ensures that we don't sell fish food to a dog. The available species are set via Administration|Lookups|Species.

Updates tab

This tab is used to set what updates will occur if the product is used (ie invoiced). For example if a cat is spayed, then we want to automatically set its desexed status. Similarly if there is a burial charge, then the animal can be automatically deactivated and its Date Deceased set. The available updates are set via Administration|Lookups|Demographic Updates.

Classifications tab

The classification tab is used to indicate the product group(s) and/or product income type(s) to which this product belongs. See Concepts|Classifications.

Identities tab

The pull-down is used to select the type of identity, Code or Bar Code.

The Description field is used simply to document the code or barcode if desired.

Note that if you purchase the same widget from two suppliers, then each will have its own bar code, and both bar codes should be entered here so that the system can recognise both brand A and brand B widgets.

One further possible used of identities is as follows: say you want to have a product name in a second language (to support sales of this product on a web site). Then you could set the Code to 'Cantonese' and the description to ADVANTIX小狗小型犬（0-4KG） for the product whose (English) name is 'Advantix Pup & Small Dog (0-4Kg)'.

Equivalents tab

This tab allows you specify any products that are functionally equivalent to this one. Note that this simply a way of documenting any equivalent products. ie when you enter the product on an invoice, the system does not inform you that there is an equivalent.

Taxes tab

This tab allows you to set the applicable taxes for the product if this is necessary. Normally it is not because taxes are normally set at the Product Group or Practice level. See Concepts|Taxes.

Locations tab

This tab is displayed for Service and Template products when the PracticeUse Location Products option is selected, and allows the selection of the products to be restricted to particular practice locations.

This is useful in multi-location practices, where not all products are available at all locations.